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Client Service Team Leader - Transfer Agency

🏢
State Street
📍 toronto, Canada
📍
Location toronto
📅
Posted May 30, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

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Job Description

Elevate client service as a Senior Associate in Transfer Agency, leading the team and enhancing operational effectiveness. Ensure compliance and quality in service delivery.
This role involves oversight of Transfer Agency operations, fostering client relationships, and supporting team development. Your skills will be critical in managing performance and providing a continuous learning environment within the team.
Key Responsibilities:
• Direct daily team operations and resource management
• Implement HR policies while developing team members
• Build client satisfaction through effective communication
• Ensure accurate reporting and reconciliation processes
• Identify control gaps to prevent errors and promote risk awareness
Requirements:
• 2+ years knowledge of AML and industry regulations
• 4+ years of experience in Fund Administration
• 2+ years of managing teams and client relationships
• Familiarity with Transfer Agency policies and tools
• St...

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📍 Location Details

🌆
City
toronto
🗺️
Country
Canada
🚗
Commute
Local Area

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